The Reports menu shows how your school is doing. This guide explains its four pages: Insights for charts and key numbers, Reports for detailed lists you can export, Revenue Projection for upcoming membership payments, and Student Map for where your students live.
Before you start
Reports is included in every NextKick plan.
You need access to Reports. Owners always have it. Staff need it turned on in their Access Control. See Staff Permissions: What Each Access Control Setting Covers.
Reports are built from the payments, memberships, attendance and member profiles already in NextKick. The more complete your records, the more useful the numbers.
Step 1: Open Insights
In the left sidebar, click Reports → Insights.
Choose a tab: Business, Member, Finance or Memberships.
Step 2: Choose the dates to compare
Click the date range box. It shows This Month by default.
Choose This Month, Last Month, This Year, Last Year or Custom Range. For a custom range, pick the From and To dates.
Click Apply.
Click Compare to and choose Previous period, Previous year or No comparison. Then click Apply.
Each number shows how much it changed against the comparison period, marked vs. comp. period. An up arrow (↑) means it went up, and a down arrow (↓) means it went down. In the charts, blue is your selected dates and gray is the comparison.
Tip: Hover over the info icon (ⓘ) next to any card to see exactly what it counts.
Step 3: Read each Insights tab
Business gives you the big picture.
Card | What it shows |
Total Revenue | All income in the selected dates, broken down by revenue type, such as Membership, eStore, Events, Testing and Other. See Revenue Types: Track Your School's Income by Category. |
Revenue Trend | Revenue over the selected dates, next to the comparison period. |
New Trial Members | Members who started a trial membership. |
Regular Member Ratio | The share of active members who aren't on a trial. |
Lost Members | Paying members who cancelled or didn't renew. |
Net Member Count | New members minus lost members. |
Paying Member Change Trend | New paying members, lost members and the net change for each day. |
Average Revenue Per Member | Average revenue for each active paying member. |
Member shows who your students are and when they train.
Card | What it shows |
Total Active Member | Active members in the selected dates. |
Active Member Ratio | Active members as a share of all members. |
Average Member Duration | The average length of membership, in days. |
Age Demographics | Paid active members by age group: 0-6, 7-12, 13-17, 18-49 and 50+. |
New Members by Age | New paid members by age group. |
Attendance Time Trends | Class attendance by hour of the day. |
Tip: Use Attendance Time Trends to spot your busiest hours before you add or move a class.
Finance shows where your money comes from and what's still unpaid.
Card | What it shows |
Total Revenue | The same total as on the Business tab. |
Convenience Fee | Convenience fees collected. |
Membership Revenue | Revenue from paid memberships, by membership plan. |
Total Overdue | Unpaid invoices past their due date, grouped by how late they are: 1-7 Days, 8-14 Days, 15-30 Days and 30+ Days. |
Payment Method | Successful payments by method, such as Credit Card, ACH or Cash. |
Credit Card Company Breakdown | Card payments by card company, such as Visa. |
Memberships shows which plans your members are on and how long they stay.
Card | What it shows |
Membership Distribution | How many members are on each membership plan. |
Membership Status | How many members are Active, Paused or Inactive. See Member Statuses, Explained. |
Average Membership Duration | How long active, paid members have held each plan. |
New Membership | New paid memberships that started in the selected dates. |
Membership Renewal Rate | The share of memberships due to expire in the selected dates that were renewed. |
Expiring Memberships | Memberships with an end date in the selected dates. See How to Add, Renew, or Replace a Membership. |
Step 4: Open and export a report
The Reports page has detailed lists behind the numbers, such as every payment, refund or check-in.
Click Reports → Reports.
Find the report you need. Search by name or description, or choose a category: Member Status, Finance or Memberships.
Click the report to open it.
Set the dates and filters at the top. Most reports start on the current month. Use the arrows next to the dates to move to the previous or next period.
To download the report as an Excel (.xlsx) file, click Export.
Report | What it lists | Filters |
All Members | Every member with their membership, membership status, rank system, rank, gender and status. | Membership, Label, Membership Status, Rank, Gender |
Attendance Records | Each attendance with the date, member, membership, class, day, start time, instructor, attendance type, attendance rate and status. | Membership, Attendance Status, Attendance Type, Instructor |
Member Retention | Membership changes, with the start date, expiry date, change date, change type and membership status. | Membership, Change Type |
Member Payment Status | Invoices by member, with the invoice number, amount, due date, payment date, payment method and invoice status. | Membership, Invoice Status, Payment Method, Member Name |
Sales Summary | Every payment by date, with the invoice number, revenue type, product and amount paid. | Revenue Type |
Overdue Invoices | Unpaid invoices past their due date, with the amount due and amount paid so far. | - |
Refund History | Refunds, with the invoice, items, refund amount, refund method and date. See How to Refund or Void an Invoice in NextKick. | - |
Payment Methods Breakdown | For each payment method: number of payments, amount, refunds, processing fees, net revenue before tax, share of payments and average amount. | Payment Method |
All Memberships | Every membership, with start and expiration dates, payment type, amount paid, auto-renewal, next payment amount, payment method and status. | Membership, Membership Status |
Expiring Memberships | Memberships expiring soon, with their dates, payment method, payment type, status and created date. | Membership, Membership Status |
For example, here's the Sales Summary report:
Tip: Click Back to return to the list of reports.
Step 5: Forecast income with Revenue Projection
Revenue Projection estimates the membership payments you can expect over the coming months.
Click Reports → Revenue Projection.
Choose 12 Months or 18 Months.
To see one member's upcoming payments, type their name in Member Name and select them.
Item | What it shows |
Total Projected Amount | Projected membership payments for the period, including the overdue amount. |
Monthly Average | Average projected payments per month, not counting the overdue amount. |
Overdue Amount | Unpaid membership charges past their due date on active memberships. It includes failed payments and returned ACH payments. It doesn't include refunded invoices, product charges, late fees or ended memberships. It isn't shown in the monthly chart. |
Active Memberships | Memberships that are active now. |
Revenue Projection chart | For each month, the projected amount (blue) and the number of payments (gray). It's based on active, upcoming and partially paused memberships. |
To download the projection as an Excel (.xlsx) file, click Export.
Tip: Revenue Projection counts membership payments only. eStore orders, events and belt tests aren't included.
Step 6: See where members live on Student Map
Click Reports → Student Map.
Each member appears on the map at their address. The blue pin marks your school, using the address in Settings → School Setup → School info.
The list on the right shows each member's name and status. To find someone, type their name in Member Name.
Click a member in the list to zoom the map to them. Click their name in the pop-up to open their profile.
Use + and − on the map to zoom in and out.
Members without a valid address, or whose address can't be found on the map, may not appear. To fix this, update the address on their profile. See How to Manage a Member's Profile and Family.
Tip: Use the map to see which neighborhoods your students come from when you plan flyers, local events or a new location.
FAQ
Why is the overdue amount different in Insights and Revenue Projection?
Total Overdue in Insights counts every unpaid invoice past its due date. Overdue Amount in Revenue Projection counts only membership charges on active memberships, so it's usually lower.
How up to date are the numbers in Insights?
The note next to the date range, such as Data from 1 min ago, shows when the numbers were last updated.
Can I download Insights?
Insights doesn't have an export button. To download the details, open a report on the Reports page and click Export.
Why isn't a member on the Student Map?
Their address is missing, or it couldn't be found on the map. Check the address on their profile.
Can my staff see Reports?
Only if their Access Control allows it. To hide revenue from staff, set Reports and Home → Revenues to No Access. See Staff Permissions: What Each Access Control Setting Covers.